The top five major Chinese vendors of X86 servers are Inspur (28.7%), Huawei (16.4%), H3Cย ย (13.1%), Dell (12.4%), and Lenovo (10.3%), in terms of shipments and sales in 2019.
A report released by IDC today shows that in the fourth quarter of 2019, China's X86 server market shipments were 939,934 units, an increase of 5.1% year-on-year; the market size was US $ 5.279 billion (about 36.853 billion yuan), an increase of 6.3% year-on-year.
For the full year of 2019, China's X86 server market shipments were 3,177,540 units, a decrease of 3.8% year-on-year; the market size was US $ 17.684 billion (about 125.259 billion yuan), an increase of 2.9% year-on-year.
Compared with the first three quarters, the growth rate of shipments rebounded in the fourth quarter of 2019, achieving single-digit growth in the Internet industry and more than double-digit growth in telecommunications, finance, manufacturing, services, transportation and other industries.
Hyper-scale customers have become the main buyers of the x86 server market and are showing a trend of further concentration.
Hyperscale customers are also the earliest to adopt new technologies to enhance computing power. These new technologies include software-defined and hyper-converged, accelerated computing, heterogeneous computing, edge computing, and IOT.
In addition, very large customers have been evaluating new CPU technologies such as ARM, Open POWER and RISC-V. Although the purchase of ultra-large-scale Internet customers has slowed in 2019, its continued expansion and expansion and the emergence of more ultra-large-scale customers will continue to promote the steady growth of the overall server market in the future.
IDC predicts that China's X86 server market shipments will grow by 2.9% in 2020.
With the market demand picking up after the epidemic is over and the country will accelerate the construction of new infrastructure in seven major areas, such as 5G, big data centers, industrial Internet, and artificial intelligence, the demand for China's X86 server market will remain relatively strong in the next few years. The compound growth rate in 2024 will reach 9.1%.